Whether you are building wealth, preparing for retirement, or managing the complexities of cashflow and tax, we address your unique challenges with tailored strategies designed to provide certainty, control, and confidence. With our guidance, you will achieve clarity in your finances, sustainable growth, and lasting peace of mind.

We provide a range of financial strategies to help you achieve your financial goals. Our team is dedicated to providing personalised solutions tailored to your specific needs. Using our step-by-step Ultimate Financial Independence Framework, we help you take control of your money with smarter financial and wealth creation strategies

We’ve designed a clear and collaborative process to deliver tailored financial solutions aligned with your goals and values Initial Phone Call A no-obligation conversation to understand your current situation and explore if we’re the right fit. Introduction Session Discuss your financial outcomes, grounded in your values, and agree on a professional fee. Strategy Session Assess your financial situation and define the outcomes needed to achieve your lifestyle goals. Technical Analysis & Financial Modelling Our expert team develops a customised financial plan using evidence-based strategies. Plan Presentation We present the recommended strategies, ensuring clarity and alignment before moving forward Implementation Our team of experts collaborates with you to seamlessly complete your tailored financial strategies, ensuring every step is managed with precision and aligned with your goals. Ongoing Partnership With regular progress reviews, we ensure your plan adapts to changes and keeps you on track to meet your financial objectives.

Initial Phone Call​ Enjoy a complimentary (on our account) initial phone consultation where we discuss your personal and lifestyle goals and chat about how partnering with our team can get you there Personalised Fixed Pricing We charge a professional fee-for-advice on a personal fixed-fee-basis (rather than a percentage-based arrangement). This approach provides peace of mind and ensures your financial plan evolves with your needs We charge for our time, experience and expertise in three distinct ways Strategy Preparation (The Advice) Strategy Implementation (The Set-up) Ongoing progress review and monitoring (The Maintenance) Strategy Preparation (comprehensive): The type of strategy you require will vary depending on your particular needs, goals, and objectives and how comprehensive you want your plan to be! That’s why we offer different strategy preparation options to suit your situation. Strategy Implementation: Implementing your recommended strategy takes time, careful execution of important paperwork and forms and can sometimes be difficult. That’s why we give you the option of engaging Think Capital Advice to do this work for you. Wealth Protection Plan / Insurance Implementation : We prefer our clients to pay a professional fee for our implementation work; however, we also understand that many clients prefer a choice of options or combinations of ways to pay. That’s why we also offer you a payment from product provider method, which will reduce the out-of-pocket expense for you (note that this can impact the premiums paid over the life of your policy). We will discuss options and provide complete disclosure of implications in our advice document Ongoing Maintenance: Our maintenance options offer flexibility and expertise to help you build confidence in your financial future, from foundational planning to tailored solutions for complex needs. In-person consultations A fee will be charged for in-person appointments to cover the costs of renting the meeting room and/or to accommodate the extra time and expense to drive to the location. Certain strategy appointments (online or in-person) are fee-for-advice appointments. These will be discussed along the way as you progress your financial planning journey.